Presentation & Reports

Growth-Stage Startup, India

Bringing clarity and consistency to financial reporting and investor communication.

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overview

Following an initial raise, the startup struggled to communicate progress clearly to new investors. Financial reporting lacked structure and narratives varied across decks and discussions. The engagement rebuilt reporting frameworks, aligned metrics with investor expectations, and unified the story across materials, strengthening credibility in follow-on conversations.

Not sure if this is what you need? Let’s find out together.

Not sure if this is what you need? Let’s find out together.

Not sure if this is what you need? Let’s find out together.

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Challenge

  • Financial reporting lacked structure

  • Metrics presented without context

  • Story sounded different across decks, calls, and reports

Solution

  • Rebuilt reporting structure around investor-relevant metrics

  • Cleaned up historical financials and projections

  • Aligned narrative across pitch, model, and reports

  • Simplified complexity without losing accuracy

Result

Metric

Before

After

Financial Reporting

Fragmented

Investor-grade and consistent

Metric Relevance

Activity-driven

Decision-driven

Narrative Alignment

Inconsistent

Unified across materials

Let's Talk

Let's Talk

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Early-Stage Fintech Startup, India

When Decisions Matter

make your numbers and narrative investor-ready.

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